Cadence Design Systems, Inc.

Report azionario NasdaqGS:CDNS

Capitalizzazione di mercato: US$79.7b

Cadence Design Systems Crescita futura

Criteri Future verificati 2/6

Cadence Design Systems prevede che gli utili e i ricavi cresceranno rispettivamente di 12.7% e 11.2% all'anno. Si prevede che l'EPS crescerà di 11.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 29.3% in 3 anni.

Informazioni chiave

12.7%

Tasso di crescita degli utili

11.60%

Tasso di crescita dell'EPS

Software crescita degli utili20.4%
Tasso di crescita dei ricavi11.2%
Rendimento futuro del capitale proprio29.35%
Copertura analitica

Good

Ultimo aggiornamento11 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Aug 31

Cadence Design Systems: Buy The Dip Opportunity (Technical Analysis)

Summary Cadence Design Systems presents a compelling buy-the-dip opportunity despite poor valuation and growth grades. CDNS boasts a record $8.1B backlog, raised year-end guidance, and expects operating margins to increase 100 bps to 44.75%. Wall Street analysts rate the company a strong buy with an average price target of $403.12, implying 18% upside. Technical analysis shows bullish price action, long-term momentum, and institutional accumulation, though short-term momentum is currently bearish. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 27

CDNS: AI Demand And Premium P/E Will Shape Balanced Future Returns

Cadence Design Systems' fair value estimate has shifted from about $315.10 to roughly $331.40 as analysts factor in higher Street price targets tied to solid core EDA and hardware demand, improved long term guidance, and ongoing debate around AI monetization and premium P/E levels. Analyst Commentary Recent Street research on Cadence Design Systems highlights a split in opinion between more enthusiastic views on long term demand and a group of bearish analysts who are increasingly focused on valuation and execution risks.
Aggiornamento narrativa • Aug 13

CDNS: Agentic AI Design Tools And Digital Twins Will Drive Future Upside

Cadence Design Systems' updated analyst price target moved modestly higher, supported by analysts who point to solid Q2 execution, raised guidance, and long term AI related demand drivers, even as questions remain around valuation at roughly a 63x 2027 P/E and the timing of AI monetization. Analyst Commentary Analysts are broadly positive on Cadence Design Systems after Q2, with many lifting price targets and pointing to a mix of AI exposure, strong core electronic design automation demand, and a growing backlog, while a minority remains more measured given the current P/E and open questions on AI monetization and margins.
Aggiornamento narrativa • Jul 30

CDNS: Agentic AI Engineer And Hardware Strength Will Support Future Upside

Analysts have nudged their fair value estimate for Cadence Design Systems higher from $450 to $470 as they weigh stronger AI and hardware demand, raised guidance, and a growing addressable market against questions around AI monetization, margin pressure, and a still elevated future P/E profile. Analyst Commentary Recent commentary on Cadence Design Systems points to a generally constructive tone from bullish analysts, even as they highlight valuation and margin questions.
Aggiornamento narrativa • Jul 16

CDNS: AI Design Tools And Digital Twins Will Drive Balanced Future Outlook

Cadence Design Systems' analyst fair value estimate has been raised by about $10 to $394.79, as analysts highlight supportive trends in electronic design automation, strong pricing power, and opportunities tied to AI powered tools and industrial digital twins, which are reflected in higher Street price targets across multiple firms. Analyst Commentary Recent Street research around Cadence Design Systems points to a cluster of higher fair value views, with analysts framing their arguments around growth in electronic design automation, pricing power, and new AI driven opportunities in tools and industrial digital twins.
Aggiornamento narrativa • Jul 01

CDNS: Agentic AI Virtual Engineer May Drive Future Upside

The analyst price target for Cadence Design Systems has been revised up by $10 to $450, with analysts pointing to AI powered industrial digital twin opportunities and early traction in Agentic AI tools as key drivers behind the updated assumptions on growth, profitability, and future P/E. Analyst Commentary Recent research on Cadence Design Systems points to a cluster of upward price target revisions, with bullish analysts highlighting AI powered industrial digital twins and Agentic AI tools as central themes in their updated work.
Aggiornamento narrativa • Jun 17

CDNS: Agentic AI And Digital Twins Will Drive Future Upside

Analysts have raised their fair value estimate for Cadence Design Systems to $440 from $418, citing higher assumed revenue growth, slightly stronger profit margins, and ongoing enthusiasm for the company's AI driven tools and digital twin opportunity, as reflected in recent Street price target increases. Analyst Commentary Recent research on Cadence Design Systems highlights a cluster of bullish analysts raising price targets, pointing to what they view as a supportive backdrop for valuation as the company leans into AI powered tools and industrial digital twins.
Articolo di analisi • Jun 17

Cadence Design Systems (CDNS) Stock Could Be 12.5% Overvalued After Intel Foundry Deal

Why the Intel Foundry deal matters for Cadence Design Systems stock Cadence Design Systems (CDNS) has drawn fresh attention after announcing a multi-year Design Technology Co Optimization partnership with Intel Foundry, along with the launch of an autonomous virtual engineer for semiconductor development using NVIDIA technology. The Intel collaboration targets next generation process technologies starting with Intel 14A. It combines Cadence’s agentic AI driven EDA and Design IP with Intel’s...
Aggiornamento narrativa • Jun 03

CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns

Analysts have lifted the fair value estimate for Cadence Design Systems to $383.94 from $371.68, pointing to higher Street price targets centered on opportunities in AI powered industrial digital twins and new Agentic AI tools. Analyst Commentary Recent Street research skews positive on Cadence Design Systems, with several bullish analysts raising price targets and tying their views to AI related growth opportunities in industrial digital twins and Agentic AI tools.
Aggiornamento narrativa • May 13

CDNS: AI Software Multiple Pressure Will Dominate Forward Return Expectations

Cadence Design Systems' analyst price targets have moved higher by up to $25, with analysts pointing to solid recent results, updated longer term earnings estimates, and ongoing AI related demand as key drivers behind the shift. Analyst Commentary Recent Street research on Cadence Design Systems shows a mix of enthusiasm around AI related demand and updated long term earnings estimates, alongside some caution around valuation and the pace of growth into 2026.
Aggiornamento narrativa • Apr 29

CDNS: AI Partnerships And Software Multiples Will Shape Forward Returns

The analyst price target for Cadence Design Systems has been raised by $4.31 to $316.06. Analysts cite recent target revisions across the Street that balance higher long term earnings estimates with a more conservative P/E multiple amid software sector volatility and AI related demand expectations.
Aggiornamento narrativa • Apr 15

CDNS: AI Demand And Software Multiple Compression Will Shape Forward Returns

Analysts have modestly adjusted their fair value estimate for Cadence Design Systems to $311.75. This reflects updated expectations for slightly stronger revenue growth, higher profit margins and a lower assumed discount rate, even as price targets across the Street pull back on compressed software multiples and more cautious 2026 assumptions.
Aggiornamento narrativa • Apr 01

CDNS: AI Software Demand And NVIDIA Partnership Will Drive Shares Higher

Analysts have trimmed the blended price target on Cadence Design Systems by about $12 to reflect lower applied P/E multiples amid broader software volatility, even as they highlight solid Q4 results, raised long term EPS estimates, and ongoing AI related demand as key supports for the updated outlook. Analyst Commentary Recent research points to a mixed but generally constructive view on Cadence Design Systems, with analysts adjusting price targets to account for software sector volatility while still pointing to execution on earnings and demand as support for the equity story.
Aggiornamento narrativa • Mar 17

CDNS: AI Software Demand And Multiple Compression Will Shape Future Returns

Analyst price targets for Cadence Design Systems have been trimmed by about $25 to $35 per share as analysts factor in lower valuation multiples after recent software volatility. They still point to solid Q4 results, raised longer term EPS estimates, and AI driven recurring software demand as key supports for the updated views.
Aggiornamento narrativa • Mar 03

CDNS: AI Demand And Software Volatility Will Shape Future Pricing

Analysts trimmed their fair value estimate for Cadence Design Systems from about $317.59 to $310.77, reflecting lower valuation multiples even as they factor in higher revenue growth, stronger profit margins and updated P/E assumptions supported by recent earnings beats, longer term guidance and continued AI related demand. Analyst Commentary Recent Street research on Cadence Design Systems points to a mixed setup for investors, with several bearish analysts trimming price targets even as they acknowledge solid execution and AI related demand.
Aggiornamento narrativa • Feb 17

CDNS: AI Design And Chiplet Advances Will Support Measured Future Pricing

Analysts have modestly lifted their price target on Cadence Design Systems, citing updated assumptions for revenue growth of 10.54%, profit margin of 20.81%, and a future P/E of 74.42. These factors collectively support a fair value estimate near $317.59.
Aggiornamento narrativa • Feb 03

CDNS: AI Design And Chiplet Ecosystem Progress Will Shape Fair Pricing

Narrative Update on Cadence Design Systems Analysts now see fair value for Cadence Design Systems at about US$318, roughly US$4 below the prior estimate, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E. What's in the News Private equity investor Orlando Bravo highlighted the recent software selloff as creating what he called a "huge buying opportunity," which may shape sentiment around software names that, like Cadence, are tied to critical design and infrastructure tools (Financial Times interview, as cited in periodical).
Aggiornamento narrativa • Jan 20

CDNS: AI Design Demand And Chiplet Progress Will Test Fair Valuation

Narrative Update on Cadence Design Systems Analysts have lifted their fair value estimate for Cadence Design Systems from US$278.62 to US$321.36, citing recent price target increases such as the move to US$405, as well as continued confidence in strong chip design demand in artificial intelligence and high performance compute applications. Analyst Commentary Recent commentary around Cadence Design Systems has centered on how current expectations line up with the company’s execution in chip design tools for artificial intelligence and high performance compute.
Aggiornamento narrativa • Jan 06

CDNS: AI And High Performance Compute Demand Will Drive Future Upside

Analysts have raised their fair value estimate for Cadence Design Systems by $8 to $418, citing stronger recent Q3 results, firm forward growth guidance, and continued demand for the company's tools in artificial intelligence and high performance computing as the main reasons for the higher target. Analyst Commentary Analysts reacting to the recent Q3 report are highlighting what they see as solid execution and a supportive demand backdrop for Cadence Design Systems, especially in artificial intelligence and high performance computing workloads.
Articolo di analisi • Dec 31

Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?

Cadence Design Systems, Inc. ( NASDAQ:CDNS ) received a lot of attention from a substantial price movement on the...
Aggiornamento narrativa • Dec 14

CDNS: AI And HPC Design Demand Will Drive Shares Higher

Analysts have nudged their price target on Cadence Design Systems higher by $2 to approximately $384 per share, citing sustained strength in advanced chip design activity for artificial intelligence and high performance computing, as well as solid near term growth guidance. Analyst Commentary JPMorgan lifted its price target on Cadence Design Systems to $405 from $390 and reiterated an Overweight rating following a strong Q3 print and guidance for another quarter of solid growth.
Aggiornamento narrativa • Nov 29

CDNS: Advanced Chip Designs in AI Will Drive Share Performance Higher

Analysts have raised their price target for Cadence Design Systems from $390 to $405, citing strong Q3 results and continued growth in advanced chip design activities, particularly in artificial intelligence and high performance computing. Analyst Commentary Bullish Takeaways Bullish analysts point to Cadence's consistently strong earnings performance, highlighting impressive Q3 results and positive forward guidance.
Aggiornamento narrativa • Nov 15

CDNS: Advanced Chip Design Demand Will Drive Stronger Share Performance

The analyst price target for Cadence Design Systems has been increased by $3 to $381.64, as analysts cite continued strong demand in advanced chip design as well as a positive growth outlook following robust quarterly results. Analyst Commentary Recent updates from major analysts have highlighted both strengths and risks facing Cadence Design Systems.
Aggiornamento narrativa • Nov 01

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

Analysts raised their fair value estimate for Cadence Design Systems to $378.26 from $370.84. They cited improved revenue growth expectations and ongoing strength in demand for advanced chip design, particularly in artificial intelligence and high-performance computing sectors.
Aggiornamento narrativa • Oct 17

AI Design And Chiplet Architecture Will Drive Future Success

Analysts have recently raised their price target for Cadence Design Systems to $400, up from previous targets around $350. They cite robust earnings, upward guidance revisions, and expectations for continued growth, driven by strength in hardware and AI-related demand.
Aggiornamento narrativa • Oct 03

AI Design And Chiplet Architecture Will Drive Future Success

The analyst price target for Cadence Design Systems has been slightly raised to $370.84. This reflects ongoing confidence in the company's growth prospects and robust demand, according to recent analyst commentary.
Seeking Alpha • Apr 27

Cadence Design Systems: Gaining Ground To Synopsys

Summary Cadence Design Systems has a strong product portfolio, robust R&D investment, and market share gains despite Synopsys' lead. Cadence's market share rose to 35.1% in 2024, narrowing the gap with Synopsys, driven by functional verification platforms like Palladium Z3 and Protium X3. Synopsys' aggressive acquisition strategy and larger R&D spending support its market leadership, but Cadence's partnerships and geographic growth in the US and Asia remain strong. Despite challenges in China, Cadence's projected 5-year average revenue growth of 12.8% and FCF margins of 24.5% indicate significant upside potential. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:CDNS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20288,1041,9832,6522,82115
12/31/20277,1671,6442,2882,44826
12/31/20266,3191,3351,8092,07924
6/30/20265,8381,3781,6721,855N/A
3/31/20265,5291,1711,4301,598N/A
12/31/20255,2971,1091,5981,729N/A
9/30/20255,2131,0611,4901,617N/A
6/30/20255,0891,0121,5971,716N/A
3/31/20254,8751,0811,3901,494N/A
12/31/20244,6411,0551,1181,261N/A
9/30/20244,3541,0399521,091N/A
6/30/20244,1621,0559431,077N/A
3/31/20244,0771,0471,2101,335N/A
12/31/20234,0901,0411,2471,349N/A
9/30/20233,9219581,2351,341N/A
6/30/20233,8018901,1341,262N/A
3/31/20233,6828551,0411,173N/A
12/31/20223,5628491,1181,242N/A
10/1/20223,4357851,0901,194N/A
7/2/20223,2837751,0951,173N/A
4/2/20223,1547441,1601,229N/A
1/1/20222,9886961,0341,101N/A
10/2/20212,9756939401,021N/A
7/3/20212,891678848931N/A
4/3/20212,801654806896N/A
1/2/20212,683591810905N/A
9/26/20202,5231,077838929N/A
6/27/20202,4361,016N/A861N/A
3/28/20202,378992N/A762N/A
12/28/20192,336989N/A730N/A
9/28/20192,307428N/A702N/A
6/29/20192,259426N/A674N/A
3/30/20192,197393N/A633N/A
12/29/20182,138346N/A605N/A
9/29/20182,070233N/A600N/A
6/30/20182,023215N/A579N/A
3/31/20181,983209N/A536N/A
12/30/20171,943204N/A471N/A
9/30/20171,910257N/A541N/A
7/1/20171,871241N/A536N/A
4/1/20171,845221N/A454N/A
12/31/20161,816203N/A445N/A
10/1/20161,788245N/A371N/A
7/2/20161,776258N/A373N/A
4/2/20161,739267N/A415N/A
1/2/20161,702252N/A378N/A
10/3/20151,684237N/A387N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CDNS ( 12.7% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di CDNS ( 12.7% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CDNS cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CDNS ( 11.2% all'anno) crescerà più lentamente rispetto al mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CDNS ( 11.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CDNS sarà elevato tra 3 anni ( 29.3 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 04:14
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Cadence Design Systems, Inc. è coperta da 38 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Joseph VruwinkBaird
Nay Soe NaingBerenberg
Gustav FrobergBerenberg